David Smith

David Smith Email and Phone Number

Chief Executive Officer @ Voyage Healthcare
sanford, florida, united states
David Smith's Location
Denver, Colorado, United States, United States
David Smith's Contact Details

David Smith personal email

n/a
About David Smith

David Smith is a Chief Executive Officer at Voyage Healthcare. He possess expertise in finance, asset allocation, financial planning, equities, financial analysis and 10 more skills.

David Smith's Current Company Details
Voyage Healthcare

Voyage Healthcare

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Chief Executive Officer
sanford, florida, united states
Website:
voyagehealth.com
Employees:
147
David Smith Work Experience Details
  • Voyage Healthcare
    Chief Executive Officer
    Voyage Healthcare Jul 2023 - Present
    Denver, Colorado, United States
    My role is pivotal in shaping the overall direction and success of the organization. I lead strategic initiatives, formulating and communicating the company's vision, mission, and long-term strategy. My responsibilities extend to overseeing operational efficiency, where key decisions are made to drive growth and maintain competitiveness. Collaborating closely with the Chief Financial Officer, I manage the financial strategy to ensure the company's fiscal health and profitability.Stakeholder relations are a priority, involving the building and maintenance of relationships with investors, customers, partners, and the board of directors. I assemble and lead a high-performing executive team, fostering a culture of innovation and adaptability throughout the organization. My role includes integral contributions to risk management, decision-making, and ensuring compliance with legal and regulatory standards.Serving as the primary spokesperson, I effectively communicate the company's goals and progress to internal and external stakeholders. With a dedicated focus on corporate governance, ethics, and social responsibility, I play a vital role in steering the company towards sustainable success in a dynamic business landscape.
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  • Bny Mellon
    Head Of Syndicated Loans
    Bny Mellon Jul 2022 - Aug 2023
    New York, United States
    Tasked with leading the syndicated loans division at BNY Mellon, this role involved managing and strategizing loan syndication processes. Focused on rapid growth $187M in topline revenue to $305M, client relationships, regulatory compliance, and collaboration with cross-functional teams for portfolio growth.
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  • Bny Mellon
    Head Of Structured Products
    Bny Mellon Nov 2021 - Jul 2022
    New York, United States
    This position entailed overseeing the development and management of structured financial products, including Asset Backed, Mortgage Backed and Retail Mortgage debt obligations. Key responsibilities included product innovation, market strategy, and risk management.
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  • Bny Mellon
    Head Of Strategy- Corporate Trust Operations
    Bny Mellon Apr 2020 - Nov 2021
    New York, United States
    As the Head of Strategy for Corporate Trust, the role was centered on directing strategic initiatives, identifying new business opportunities, and digital transformation. The position involved enhancing service offerings, creating operating leverage and managing stakeholder relations.
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  • Bny Mellon
    Chief Of Staff To The Chief Operating Officer
    Bny Mellon Jul 2019 - Mar 2020
    New York, United States
    Serving as the Chief of Staff to the COO, the role focused on providing strategic support, managing high-level projects, and facilitating internal communications. It played a critical liaison function, ensuring alignment with organizational goals.Responsibilities: Providing strategic support to the COO, coordinating high-level projects, managing internal communications, and facilitating decision-making processes. Acting as a liaison between the COO and other departments, ensuring alignment with organizational objectives.
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  • Bny Mellon
    Head Of Strategy- Corporate Trust Operations
    Bny Mellon Jan 2018 - Jul 2019
    Dallas, Texas, United States
    This role involved leading strategic planning and operational improvements within Corporate Trust Operations. Responsibilities included technology implementation, process enhancement, and client relationship management.Responsibilities: Leading strategic planning and operational efficiency improvements within Corporate Trust Operations. Implementing new technologies and processes to enhance service delivery, managing team performance, and fostering client relationships.
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  • Bny Mellon
    Head Of Strategy - Doc Custody
    Bny Mellon Jan 2017 - Jan 2018
    Dallas, Texas, United States
    As Head of Strategy for Document Custody, the position focused on strategic initiatives for the management and safekeeping of retail mortgage documents. Responsible for improving people, process and technology to support safekeeping, fast fulfillment and growth for over 6 million mortages and $50M+ in revenue. Increased profit margins from -10% to 28%
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  • Bny Mellon
    Vp Performance Excellence
    Bny Mellon Mar 2014 - Jan 2017
    Lake Mary, Florida, United States
    In this role as VP of Performance Excellence, the focus was on leading organizational efforts in process efficiency and cost reduction. Implementing Lean and Six Sigma methodologies, the role influenced senior leadership and drove performance improvements. Responsibilities: Leading efforts in process efficiency and cost reduction across the organization. Implementing Lean Manufacturing and Six Sigma methodologies to optimize processing functions, influencing senior leadership decisions, and driving overall performance improvements.
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  • Pershing, A Bny Mellon Company
    Business Architect
    Pershing, A Bny Mellon Company Oct 2012 - Mar 2014
    Lake Mary, Florida
    Responsible for influencing financial institutions with strategic planning across a wide array of topics. Our team is tasked with solving the complex problems related to people, process,and technology concerns.
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  • Pershing
    Customer Trainer
    Pershing Aug 2008 - Oct 2012
    Identify, coordinate, and conduct training sessions for Pershing’s customers and prospects. Research customer’s business model and process gaps in order to provide high level of service.Actively partner with internal business unit management teams to efficiently service Pershing’s top-tier customer base. Customer Training SME for Technology, Block Trade and Rebalancing (BTR) platform, TMC, Fixed Income Center, Order Entry, Compliance, and e-Delivery. I am a member of the BTR, Non-Dollar Order Entry, Equity Order Entry Redesign, eAnalytics 2.0 and NetX360 rollout committees and am the primary point of contact for escalations for these competencies. Organized and executed the 100 person on-site travel team for the largest corresponding clearance conversion on the street.
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  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Sep 2007 - Jun 2008
    Created and executed individualized financial plans for solicited clients to protect their income utilizing a variety of financial instruments, and proposed different asset allocation models.Participated in all phases of the financial planning process (business development, discovery, implementation, monitoring, and reviewing); prepared comprehensive financial plans and reviewed them with clients.Strategically engaged prospects in a consultative sales approach by providing complete financial analysis and customized financial solution packages
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David Smith Skills

Finance Asset Allocation Financial Planning Equities Financial Analysis Fixed Income Investments Series 7 Trading Wealth Management Project Management Management Lean Manufacturing Lean Management Six Sigma

David Smith Education Details

Frequently Asked Questions about David Smith

What company does David Smith work for?

David Smith works for Voyage Healthcare

What is David Smith's role at the current company?

David Smith's current role is Chief Executive Officer.

What is David Smith's email address?

David Smith's email address is da****@****lon.com

What schools did David Smith attend?

David Smith attended University Of Florida, Florida State University - College Of Business.

What skills is David Smith known for?

David Smith has skills like Finance, Asset Allocation, Financial Planning, Equities, Financial Analysis, Fixed Income, Investments, Series 7, Trading, Wealth Management, Project Management, Management.

Who are David Smith's colleagues?

David Smith's colleagues are Bridget Chylinski, Anand Parthasarathy, Talitha Bahn, Susan Henderson, Tracey Walker, Jacob Czerny, Helen Joyce.

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